“The planning forms the foundation of all of the work that we do for our clients”….Bill Craven.
Comprehensive Financial Planning
Children’s Education Planning
Debt Repayment Planning
RRSP/RRIF/RESP/RDSP/LIRA/LIF/TFSA/ Group RRSPs/Group Pensions/Term Deposits/Mutual Funds/ETF and Index Funds.
Critical Illness Insurance
Long Term Care Insurance
Guaranteed Investment Accounts
Group and Personal Benefits
“Our experience in life and health insurance enables us to protect our client’s future from youth to old age. This approach can protect a client from risks ranging from the loss of a bread winner, financial loss due to illness, investment loss due to market volatility and investment loss due to tax and probate at death. This approach is not available at your local bank.”
“People spend their whole lives building wealth in their investment portfolios, businesses, farms, homes and cottages. They deserve to work with a professional who can help them maintain this wealth for their lifetimes and pass it on to their intended heirs.”…Bill Craven.
Farm and Business Succession Planning
Probate and Tax Minimization Strategies. Planned Charitable Giving Strategies.